Lenox Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lenox Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-47	Closed	-$2K	–	763
2020 Q1	$2K	Sell	47 -328	-87%	-$22.5K	﹤0.01%	609
2019 Q4	$27K	Sell	375 -426	-53%	-$29.6K	0.01%	327
2019 Q3	$53K	Buy	801 +219	+38%	+$14.7K	0.02%	262
2019 Q2	$38K	Buy	582 +121	+26%	+$7.93K	0.01%	276
2019 Q1	$30K	Buy	+461	New	+$28.6K	0.01%	290
2017 Q4	–	Sell	-154	Closed	-$8K	–	493
2017 Q3	$8K	Hold	154	–	–	﹤0.01%	420
2017 Q2	$9K	Hold	154	–	–	﹤0.01%	387
2017 Q1	$8K	Hold	154	–	–	0.01%	175
2016 Q4	$8K	Buy	154 +77	+100%	+$3.85K	0.01%	177
2016 Q3	$7K	Sell	77 -77	-50%	-$3.8K	0.01%	173
2016 Q2	$7K	Hold	154	–	–	0.01%	175
2016 Q1	$7K	Hold	154	–	–	﹤0.01%	178
2015 Q4	$7K	Buy	+154	New	+$7.22K	0.01%	180

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lenox Wealth Management's ITOT Position: Q2 2020 in Review

Lenox Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2020, closing a stake of 47 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in ITOT in Q4 2015 and held it in 13 quarters. The position peaked at $53K in Q3 2019. 686 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

Lenox Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Management sold 47 iShares Core S&P Total US Stock Market ETF shares in Q2 2020, an estimated $2K.
Lenox Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and held it in 13 quarters.
Lenox Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $53K in Q3 2019.
686 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.